Financial Adviser (Associate to Intermediate)

Zanetti Recruitment

Allocation of review clients to manage and supported to deliver advice to new clients.

  • Excellent Support and Mentoring
  • Paraplanning and Administration Infrastructure in Place
  • Brisbane CBD Location
The Company
Long-standing self-licensed business with offices in Brisbane CBD and Gold Coast. The appointment of new directors with strong business acumen and leadership has added another dimension and continued the client focused advice offer.  This new opportunity comes from business growth and desire to deliver highly engaged services to existing and new clients. 

The Role
In this role, you'll have access to a full support infrastructure allowing you to focus on client engagement.

You will be allocated existing clients (approx 70) on a structured review process and also supported to provide advice to new clients. Full detailed will be provided on application for those individuals success in proceeding to the next stage.  

About You
Having progressed in your advice career, you are looking for the opportunity to develop further in an environment that offers deep support and mentoring. 

You are forward-focused, have existing experience with delivering advice, an engaging personality, strong client focus, attention to detail and professional in presentation.  The rest is a given: compliant, appropriate educational minimums, attention to detail, relevant software exposure (ideally xplan).

If you wish to be part of this opportunity please click on APPLY. Alternatively, if you have any questions, please call Ric Zanetti on 0413 020 864.